Tax Planning for 2020

January 2, 2020 - Joshua K. Crawford

Planning is important for your income taxation during life as well as for any estate tax at death. Even though 2020 is just starting, it’s not too early...... Read More

Estate Planning

Reasons an Estate Plan Could Be Challenged: Part 3 – Fraud

January 2, 2020 - Joshua K. Crawford

An Estate Plan is an essential part of your planning process. But there are ways an Estate Plan can be challenged as being invalid. This is the third...... Read More

Estate Planning

Reasons an Estate Plan Could Be Challenged: Part 4 – Lack of Testamentary Capacity

January 2, 2020 - Joshua K. Crawford

An Estate Plan is an essential part of your planning process. But there are ways an Estate Plan can be challenged as being invalid. This is part of...... Read More

Estate Planning

Keeping Seniors Safe from Predators during the Holidays

December 17, 2019 - Joshua K. Crawford

The holidays are supposed to be a time of peace on earth and goodwill toward men. Unfortunately, they are also... Read More

Elder Law

The Questions of Estate Planning, Part 5: How

December 2, 2019 - Joshua K. Crawford

People often have questions about Estate Planning. This is the fifth in a series of articles addressing those questions. This fifth article addresses “how” to do Estate Planning....... Read More

Estate Planning

Reasons an Estate Plan Could Be Challenged: Part 1 – Formal Requirements

December 2, 2019 - Joshua K. Crawford

An Estate Plan is an essential part of your planning process. But there are ways an Estate Plan can be challenged as being invalid. This is part of...... Read More

Estate Planning

Reasons an Estate Plan Could Be Challenged: Part 2 – Undue Influence

December 2, 2019 - Joshua K. Crawford

An Estate Plan is an essential part of your planning process. But there are ways an Estate Plan can be challenged as being invalid. This is the second...... Read More

Estate Planning

Retiring Vets – Are You Suffering from PTSD?

November 11, 2019 - Joshua K. Crawford

It has been almost half a century now since the last of the soldiers returned from the Vietnam War. That... Read More

General

Continuing Legal Education in San Diego

November 1, 2019 - Joshua K. Crawford

Staying up-to-date is important. That’s especially important in Estate Planning and Elder Law. Academy members attending the semi-annual Academy Summit conference in San Diego learned about the latest...... Read More

Estate Planning

The Questions of Estate Planning, Part 2

November 1, 2019 - Joshua K. Crawford

People often have questions about Estate Planning. This is the second in a series of articles addressing those questions. This second article addresses “what” Estate Planning comprises. Read...... Read More

Estate Planning

The Questions of Estate Planning, Part 4: Where

November 1, 2019 - Joshua K. Crawford

People often have questions about Estate Planning. This is the fourth in a series of articles addressing those questions. This fourth article addresses the “where” of Estate Planning....... Read More

Estate Planning

The Questions of Estate Planning, Part 3: When

November 1, 2019 - Joshua K. Crawford

People often have questions about Estate Planning. This is the third in a series of articles addressing those questions. This third article addresses “when” to do Estate Planning....... Read More

Estate Planning